Prudential Inflation Plus Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R32 875 R 541 1.6456%
Number of Accounts (Mar 2019)
3 633 51 1.403%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 7 361 R 7 074
    Local    R 7 361    R 7 074
    Foreign    R 0    R 0
Cash Instr. R 8 987 R 9 179
    Local    R 8 987    R 9 179
    Foreign    R 0    R 0
Property R 4 341 R 4 408
On FoF R 12 187 R 11 673
Fund Investment Aims, Objective and/or Universe
The primary objective is to outperform CPI by 5% before fees (which is 3.4% after fees for the A class) over a rolling 3-year period.The secondary objective is to reduce the risk of capital loss over any rolling 12-month period.

The Fund invests in an actively managed, diversified combination of domestic and international assets where the asset allocation is tactically managed.The intended maximum limits are Equity 40%, Listed Property 25%, Foreign 30%, and Africa (excl.SA) 5%.The Fund is managed to comply with regulations governing retirement fund investments (Regulation 28).
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